Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Small Business
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • BSBA, 1992
  • CPA, 1990
  • PFS, 2009
  • CFP, 2001

Professional associations

  • St. Johns Lutheran Church- Union Corner, treasurer